ETF Portfolio September Update: Global Sectors

Global sector ETF performance update for the close of August is below. Note that all ETFs are above the 200 day moving average. The top three at the end of August are IXG (financials), IXN (technology) and RXI (Consumer Discretionary). I have previously discussed some possible strategies using this data on my blog.

The momentum strategy that an investor could implement would be to purchase the best returning Global sector ETF(s) over the trailing 3, 6, and 12 months. This strategy has been written about extensively by Mebane Faber, author of The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

Ticker	ETF	Perf. (Quar.)	Perf. (Half Year)	Perf. (Year)	Sum	200-Day SMA	Price
EXI	iShares S&P Global Industrials	7.68%	64.90%	-22.16%	50.42%	21.27%	40.78
IXC	iShares S&P Global Energy	-4.12%	41.36%	-23.84%	13.40%	11.48%	32.33
IXG	iShares S&P Global Financials	18.53%	119.17%	-20.49%	117.21%	38.01%	45.74
IXJ	iShares S&P Global Healthcare	10.75%	33.87%	-10.68%	33.94%	13.29%	47.27
IXN	iShares S&P Global Technology	11.26%	57.09%	-10.97%	57.38%	24.72%	50.08
IXP	iShares S&P Global Telecommunications	9.15%	30.32%	-10.25%	29.22%	12.70%	51.66
JXI	iShares S&P Global Utilities	7.21%	35.17%	-19.53%	22.85%	11.60%	45.66
KXI	iShares S&P Global Consumer Staples	7.40%	36.22%	-6.70%	36.92%	14.64%	51.52
MXI	iShares S&P Global Materials	2.45%	72.72%	-22.21%	52.96%	27.17%	52.75
RXI	iShares S&P Global Cons Discretionary	6.68%	58.21%	-11.33%	53.56%	22.10%	39.9

Video Analysis of the Market Here

Disclosures: None.

Comments

[SanDiego:]

Nice summary of global ETFs. Thanks!

Sep 05 12:41 PM